This page (revision-13) was last changed on 26-Nov-2021 10:22 by jescott

This page was created on 26-Nov-2021 10:22 by jescott

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
13 26-Nov-2021 10:22 4 KB jescott to previous
12 26-Nov-2021 10:22 4 KB jescott to previous | to last
11 26-Nov-2021 10:22 4 KB jescott to previous | to last US Local Reciprocity ==> US_LOCAL_RECIPROCITY
10 26-Nov-2021 10:22 4 KB jescott to previous | to last
9 26-Nov-2021 10:22 4 KB jescott to previous | to last
8 26-Nov-2021 10:22 4 KB jescott to previous | to last
7 26-Nov-2021 10:22 3 KB jescott to previous | to last
6 26-Nov-2021 10:22 4 KB jescott to previous | to last
5 26-Nov-2021 10:22 4 KB jescott to previous | to last
4 26-Nov-2021 10:22 4 KB jescott to previous | to last
3 26-Nov-2021 10:22 3 KB jescott to previous | to last
2 26-Nov-2021 10:22 3 KB jescott to previous | to last
1 26-Nov-2021 10:22 3 KB jescott to last

Page References

Incoming links Outgoing links
US_LOCAL_RECIPROCITY
US_LOCAL_RECIPROCITY

Version management

Difference between version and

At line 1 changed one line
!!!Local Reciprocity
[{TableOfContents }]
!!!LOCAL RECIPROCITY
At line 3 changed one line
!!OHIO No-Tax City Zone
The Local Reciprocity field in [IPRLU]/[IPRLUS] should be used for employees whose local tax calculations need to be overridden. This field should not be populated with a field preference; it should only be used for exceptions.
At line 5 changed one line
In Ohio, when an employee lives in a no-tax zone in Cincinnati and works in Sharonville, by default, this employee is being taxed by both the Resident City tax and Work tax by Symmetry Tax Engine.
One exception may be in Ohio where some cities have imposed a local tax for certain zip codes and street addresses only. Canfield and Cincinnati are two examples of this. The GNIS alone is not sufficient for the STE to determine whether city tax should not be calculated for an employee in either of these cities, therefore the system will calculate the tax by default. If the employee happens to live on a street/zip code that is a no-tax area, this would be an exception and therefore the Local Reciprocity field is needed to override the tax calculation.
At line 7 changed 2 lines
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD
Work: 39-061-1061198, Sharonville OH School: 3116, Princeton CSD
A discoverer report may be written to list all Ohio employees and their home addresses. Using this list of employees, a user can verify the local taxation using the Ohio Tax Finder website ([https://thefinder.tax.ohio.gov/StreamlineSalesTaxWeb/default_Municipal.aspx]) where you can input the employee’s exact address or you can check the City’s web page ([http://www.cincinnati-oh.gov/finance/income-taxes/resources-references/street-listings-guide/] for Cincinnati).
At line 10 added one line
After determining the legislated rules for the employee’s location and if the STE tax calculations need to be overridden then the Local Reciprocity can be defined in IPRLUS.
At line 11 removed one line
At line 13 removed 12 lines
The employee is being taxed with Work City tax and Res City tax as follows:
8120 WCITY Earn 3,313.05
8130 RCITY Earn 3,313.05
6900 Work CITY Tax 49.70 3313.05 * 1.5% = 49.70
6951 Res CITY Reg Tax 19.88 3313.05 * 2.1% = 69.57 – 49.70 = 19.88
If user wants the employee to be taxed by Res City tax only in this situation, user must set up IPRLU Local Reciprocity.
At line 27 changed one line
On IPRLU LOCAL Tab, an employee should set up the Local ‘Reciprocity’ if applicable.
On [IPRLU] LOCAL Tab, an employee should set up the [Local ‘Reciprocity’|ULOC_RECIPROCATION] if applicable.
At line 29 changed 6 lines
From Lexicon [X_ULOC_RECIPROCATION]
00 – Use Default - Symmetry decides if Work or Res City tax is applicable
01 – NR Certificate Filed - Symmetry decides if Work or Res City tax is applicable
02 – Calc WORK Tax only - calculate Work City Tax by Symmetry
03 – Calc RES Tax only - calculate Resident City Tax by Symmetry
04 – Calc WORK and RES - Symmetry decides if Work or Res City tax is applicable
[{InsertPage page='X_ULOC_RECIPROCATION'}]
At line 37 changed 3 lines
(1) IPRLU Local Reciprocity = Calc WORK Tax only
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD
\\
__IPRLU Local Reciprocity = Calc WORK Tax only__
\\
\\
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD\\
At line 28 added 2 lines
*PC 8120 WCITY Earn $3,313.05
*PC 6900 Work CITY Tax $49.70 ($3313.05 * 1.5% = 49.70 (correct) )
At line 44 removed 3 lines
8120 WCITY Earn 3,313.05
6900 Work CITY Tax 49.70 3313.05 * 1.5% = 49.70 (correct)
At line 32 added 6 lines
\\
__IPRLU Local Reciprocity = Calc RES Tax only__
\\
\\
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD \\
Work: 39-061-1061198, Sharonville OH School: 3116, Princeton CSD\\
At line 49 removed one line
(2) IPRLU Local Reciprocity = Calc RES Tax only
At line 51 changed 2 lines
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD
Work: 39-061-1061198, Sharonville OH School: 3116, Princeton CSD
*PC 8130 RCITY Earn $3,313.05
*PC 6951 Res CITY Reg Tax $19.88 ($3313.05 * 2.1% = 69.57 (correct))
At line 55 changed one line
!Ohio No-Tax City Zone
At line 57 changed 2 lines
8130 RCITY Earn 3,313.05
6951 Res CITY Reg Tax 19.88 3313.05 * 2.1% = 69.57 (correct)
In Ohio, when an employee lives in a no-tax zone in Cincinnati and works in Sharonville, by default, this employee is being taxed by both the Resident City tax and Work tax by Symmetry Tax Engine.
\\
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD\\
Work: 39-061-1061198, Sharonville OH School: 3116, Princeton CSD
\\
At line 52 added one line
\\
At line 54 added one line
The employee is being taxed with Work City tax and Res City tax as follows:
At line 56 added 4 lines
*PC 8120 WCITY Earn $3,313.05
*PC 8130 RCITY Earn $3,313.05
*PC 6900 Work CITY Tax $49.70 ($3313.05 * 1.5% = 49.70)
*PC 6951 Res CITY Reg Tax $19.88 ($3313.05 * 2.1% = 69.57 – 49.70 = 19.88)
At line 61 added 2 lines
\\
If the user wants the employee to be taxed by Res City tax only in this situation, user must set up [IPRLU] [Local Reciprocity|ULOC_RECIPROCATION].
At line 64 added one line
At line 66 changed one line
!IPRLU Default School Tax Method
Under normal circumstances, School District Taxes are calculated based on employee’s Resident Jurisdiction. Users do not need to set up [IPRLU] [School Tax Method|ULOC_SCHOOL_TAX_METHOD] except to suppress the School Tax calculation.
\\
At line 68 changed one line
Under normal circumstances, School District Taxes are calculated based on employee’s Resident Jurisdiction. Users do not need to set up IPRLU School Tax Method except to suppress the School Tax calculation with ‘99-Do Not Calculate’.
However, in some situations if user wants to zero out Resident School Tax or Work School Tax after Symmetry calculation, user may do by selecting an override in the [School Tax Method|ULOC_SCHOOL_TAX_METHOD] field.
\\
At line 70 removed one line
However, in some situations if user wants to zero out Resident School Tax or Work School Tax after Symmetry calculation, user may do so with the following School Tax Method.
At line 72 changed one line
On IPRLU LOCAL Tab, the School Tax Method can be set up as follows:
[{InsertPage page='X_ULOC_SCHOOL_TAX_METHOD'}]
\\
At line 74 changed 8 lines
From Lexicon X_ULOC_SCHOOL_TAX_METHOD
Null – Use Default - Symmetry decides if Work or Res City tax is applicable
01 – Use Default School - Symmetry decides if Work or Res City tax is applicable
02 – Use Specified School - Symmetry decides if Work or Res City tax is applicable
03 – Calc, 0 Res Local - after Symmetry calculates, zero out Res School Earn & Tax
04 – Calc, 0 Work Local - after Symmetry calculates, zero out Work School Earn & Tax
05 – Calc, 0 Work and Res - after Symmetry, zero out Work & Res School Earn & Tax
99 – Do Not Calculate - School tax will not be calculate
__IPRLU School Tax Method = Use Default School__
\\
Home: 39-037-1066324, Arcanum OH School: 1902, Arcanum-Butler LSD\\
Work: 39-037-1064333, Ansonia OH School: 1901, Ansonia LSD\\
At line 83 added 7 lines
*PC 6954 Res School Reg Tax $34.11
*PC 6955 Res School Sup Tax $13.65
*PC 8122 Work School Reg Earns $2274.26
*PC 8125 Work School Sup Earns $909.71
*PC 8132 Res School Reg Earns $2274.26
*PC 8135 Res School Sup Earns $909.71
At line 84 removed 6 lines
1) IPRLU School Tax Method = Use Default School
Home: 39-037-1066324, Arcanum OH School: 1902, Arcanum-Butler LSD
Work: 39-037-1064333, Ansonia OH School: 1901, Ansonia LSD
At line 92 added one line
If users wants to zero out Work School Tax Earnings, then set up IPRLU School Tax Method.
At line 92 removed one line
If users wants to zero out Work School Tax Earnings, then set up IPRLU School Tax Method.
At line 94 changed one line
3.2 IPRLU Specified School Tax Method
__IPRLU School Tax Method = Calc, 0 Work Local__ \\
At line 97 added 2 lines
Home: 39-037-1066324, Arcanum OH School: 1902, Arcanum-Butler LSD\\
Work: 39-037-1064333, Ansonia OH School: 1901, Ansonia LSD\\
At line 97 changed 7 lines
If users wants to zero out Work School Tax Earnings, then set up IPRLU School Tax Method.
2) IPRLU School Tax Method = Calc, 0 Work Local
Home: 39-037-1066324, Arcanum OH School: 1902, Arcanum-Butler LSD
Work: 39-037-1064333, Ansonia OH School: 1901, Ansonia LSD
*PC 6954 Res School Reg Tax $34.11
*PC 6955 Res School Sup Tax $13.65
*PC 8132 Res School Reg Earns $2274.26
*PC 8135 Res School Sup Earns $909.71
At line 105 added 3 lines
Note:
*PC 8122 Work School Reg Earn Not stored
*PC 8125 Work School Sup Earn Not stored
At line 107 removed 2 lines
Note: 8122 WCITY Sch Reg Earn Not stored
8125 WCITY School Sup Earn Not stored
At line 112 added 3 lines
----
![Notes|Edit:Internal.US_LOCAL_RECIPROCITY]
[{InsertPage page='Internal.US_LOCAL_RECIPROCITY' default='Click to create a new notes page'}]
At line 113 removed one line
This page (revision-13) was last changed on 26-Nov-2021 10:22 by jescottTop